See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,214 | $87,841+48.2% | $133,980-2.8% | $62,891+107.0% |
| Participation rate | 97.1% | 83.4%+13.7pp | 87.1%+10.0pp | 69.3%+27.8pp |
| Annual return | 6.55% | 12.05%-5.5pp | 29.30%-22.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,873 | $3,483-46.2% | $5,211-64.1% | $2,281-17.9% |
| Participant deferral / active EE | $6,739 | $4,812+40.0% | $6,282+7.3% | $3,203+110.4% |
| Admin fee / account holder | $3,997 | $5,371-25.6% | $9,324-57.1% | $4,296-6.9% |